Meetings
Your meetings, grouped by day, with today and tomorrow named rather than dated. Each row shows the title, the time, the goal it relates to if there is one, and who is attending.
Two actions sit on a meeting:
- Prepare opens what you need in front of you before it starts.
- Join takes you into it when it is time.
Inside a meeting are its action points. Tick one when it is done. Action points belong to the meeting rather than to a person's task list, which is what makes a meeting reviewable afterwards: you can see what was agreed and what came of it.
Tasks
Work assigned to you, with its status, its priority, its due date and the goal it belongs to if it belongs to one.
Tasks come from Goals and from project boards rather than being typed here, although you can create one from this panel. A task can be closed by the person it is assigned to, the person who created it, or the owner of the project it sits under.
The same tasks appear in My Work under the Tasks filter. This panel is the quick check; My Work is where you work through them alongside everything else.
To dos
Your own list. Nobody else sees it, nothing else writes to it, and it is the one part of this panel that is entirely yours.
Write a to do, tick it when it is done. If one goes overdue you hear about it and your manager does not. A to do is what you wrote on your own list, and forwarding it upward would turn a private list into a monitored one.
Common questions
Where do meetings come from? They are created against the work they are about, usually a goal or a check in. The panel reads them rather than scheduling them.
Why is a task here and also in My Work? Because they are the same task. This panel shows your tasks on their own, My Work shows them mixed with everything else that needs you. Ticking it in either place closes it once.
Can I assign a to do to somebody? No. The moment a piece of work belongs to somebody else it is a task, and tasks are created in Goals or on a project board so they carry the work they belong to.